Purchases and Sales Made in Q2 2023 in Ishares Core S&P Sm Cap ETF (IJR)
This table provides information about the institutional ownership of Ishares Core S&P Sm Cap ETF (IJR) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P SM CAP ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4.12K- 3.81% |
$375K - $411K
|
104K
$12.3M
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
SELL
|
- |
-4.15K- 7.41% |
$378K - $414K
|
51.9K
$6.13M
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-4.16K- 5.9% |
$379K - $415K
|
66.3K
$7.83M
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-4.17K- 20.28% |
$380K - $416K
|
16.4K
$1.94M
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-4.19K- 3.58% |
$382K - $419K
|
113K
$13.3M
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-4.27K- 42.86% |
$389K - $426K
|
5.69K
$672K
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-4.27K- 98.14% |
$389K - $426K
|
81
$9.57K
|
|
Aug 11, 2023
Q2 2023
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-4.3K- 18.9% |
$392K - $429K
|
18.5K
$2.18M
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4.33K- 46.53% |
$395K - $432K
|
4.98K
$588K
|
|
Jul 24, 2023
Q2 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-4.34K- 51.04% |
$395K - $433K
|
4.16K
$491K
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-4.38K- 23.55% |
$399K - $437K
|
14.2K
$1.68M
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.38K- 2.71% |
$399K - $437K
|
158K
$18.6M
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-4.43K- 9.28% |
$404K - $442K
|
43.3K
$5.11M
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.44K- 20.17% |
$405K - $443K
|
17.6K
$2.08M
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.44K- 21.84% |
$405K - $444K
|
15.9K
$1.88M
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.45K- 2.81% |
$405K - $444K
|
154K
$18.1M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.46K- 2.06% |
$406K - $445K
|
212K
$25M
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-4.55K- 44.8% |
$415K - $454K
|
5.6K
$662K
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-4.66K- 1.95% |
$424K - $465K
|
235K
$27.7M
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.7K- 5.02% |
$428K - $469K
|
88.9K
$10.5M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.77K- 16.87% |
$435K - $476K
|
23.5K
$2.78M
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-4.82K- 3.57% |
$439K - $481K
|
130K
$15.4M
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-5.1K- 26.23% |
$465K - $509K
|
14.3K
$1.69M
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-5.11K- 34.52% |
$465K - $510K
|
9.69K
$1.14M
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-5.11K- 17.57% |
$466K - $510K
|
24K
$2.83M
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-5.14K- 32.76% |
$468K - $513K
|
10.5K
$1.25M
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-5.31K- 1.69% |
$484K - $530K
|
310K
$36.6M
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-5.35K- 60.3% |
$487K - $534K
|
3.52K
$416K
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-5.35K- 2.55% |
$488K - $534K
|
205K
$24.2M
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-5.39K- 6.36% |
$491K - $538K
|
79.3K
$9.36M
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-5.4K- 32.41% |
$492K - $539K
|
11.3K
$1.33M
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-5.43K- 9.29% |
$495K - $542K
|
53K
$6.26M
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-5.44K- 8.56% |
$496K - $543K
|
58.2K
$6.87M
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.45K- 31.28% |
$497K - $544K
|
12K
$1.41M
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.49K- 1.09% |
$500K - $548K
|
499K
$59M
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-5.5K- 15.01% |
$502K - $549K
|
31.2K
$3.68M
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-5.51K- 3.12% |
$502K - $550K
|
171K
$20.2M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.52K- 8.04% |
$503K - $551K
|
63.1K
$7.46M
|
|
Jun 20, 2024
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-5.62K- 9.26% |
$512K - $561K
|
55K
$6.5M
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-5.64K- 1.05% |
$514K - $563K
|
533K
$63M
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-5.71K- 1.68% |
$520K - $570K
|
333K
$39.3M
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-5.73K- 12.37% |
$523K - $572K
|
40.6K
$4.8M
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-5.73K- 12.37% |
$523K - $572K
|
40.6K
$4.8M
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.75K- 54.0% |
$524K - $573K
|
4.89K
$578K
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-5.78K- 19.7% |
$527K - $577K
|
23.6K
$2.79M
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.79K- 2.11% |
$528K - $578K
|
269K
$31.8M
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-5.81K- 29.33% |
$530K - $580K
|
14K
$1.65M
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.82K- 3.38% |
$530K - $581K
|
166K
$19.6M
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-5.86K- 65.34% |
$534K - $585K
|
3.11K
$367K
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.94K- 13.22% |
$541K - $592K
|
39K
$4.6M
|